AI statement extraction
Extracts transaction data, dates, descriptions, and amounts from PDF bank statements and turns them into structured spreadsheet-ready output.
ConvertMyBankStatement
Freemium
ConvertMyBankStatement converts PDF bank statements into Excel, CSV, or JSON for structured transaction data.
What is ConvertMyBankStatement?
ConvertMyBankStatement is an AI-powered bank statement conversion service that turns PDF statements into usable formats such as Excel and CSV. It is positioned for people who spend time re-entering transaction data from bank documents and need a faster way to move that information into spreadsheets or accounting workflows.
The site says it automatically extracts transaction data, dates, descriptions, and amounts, with support for password-protected PDFs, batch and merge uploads, and email-based submission. The product pages emphasize accountants, tax professionals, and other power users who need to process bank statements in a structured format without manual transcription.
What can ConvertMyBankStatement do?
Multiple export formats
Exports converted data to Excel, CSV, and JSON, giving users formats for spreadsheets, imports, and downstream processing.
Password-protected file support
Accepts password-protected PDFs and requests the password during upload so protected statements can still be processed.
Batch and merge uploads
Supports batch and merge uploads, which is useful when users need to process multiple statements or combine files in one workflow.
Email upload workflow
Offers email-based submission by forwarding a statement PDF to the account email address, then notifying the user when processing is complete.
Support options for higher tiers
Includes tier-specific support options, with 24/7 support on Professional and 24/7 dedicated support on Business.
Use Cases
“Spreadsheet-ready transaction extraction”
Use the service to convert downloaded PDF statements into Excel or CSV so transaction data can be reviewed, sorted, and analyzed in a spreadsheet.
“Accounting and tax preparation”
Send bank statement PDFs into accounting or tax workflows when you need structured transaction data instead of manually entering lines from a statement.
“Protected PDF processing”
Upload password-protected statements when the original file is locked but still needs to be converted into usable data.
“Email-based statement intake”
Forward statements by email when you want to send files straight from a mailbox associated with the account rather than uploading through the web interface.
“Multi-file conversion workflows”
Process multiple files with batch and merge uploads when statements arrive in separate PDFs or need to be combined into one conversion run.
Frequently Asked Questions
What does ConvertMyBankStatement do?
ConvertMyBankStatement is an AI-powered service that extracts transaction data from PDF bank statements and converts it into usable spreadsheet formats such as Excel and CSV.
Which output formats are supported?
Yes. The FAQ says it can convert PDF bank statements to CSV, and the site also lists Excel and JSON as available export formats.
Can it handle password-protected bank statements?
Yes. If you upload a password-protected PDF, you are prompted to enter the password so the document can be processed.
Can bank statements be uploaded by email?
Yes. You can forward a bank statement PDF to `contact@convertmybankstatement.com` from the email address associated with your account, and the file will be processed automatically.
Is there a page limit?
The FAQ says documents up to 3,000 pages per file are supported. For larger files, the site directs users to contact support.
Quick Facts
- Category
- Document conversion
- Primary output
- Excel, CSV, JSON
- Primary users
- Accountants, tax professionals, power users, teams
- Pricing shape
- Paid plans plus a one-time credit pack; 5 free credits are mentioned on the site
- Source domain
- convertmybankstatement.com
- Submission options
- Web upload and email forwarding
ConvertMyBankStatement Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 21
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